Is the AI Boom a Bubble? These 2 Dividend Stocks Say No

Group 1 - The tech market is experiencing a mix of excitement and anxiety as AI stock valuations reach historic highs, raising concerns about whether the market has become overvalued heading into 2026 [2] - Recent news, such as Oracle losing a key funding partner, has caused some market unease, but the overall market reaction has been limited, indicating that a collapse is not imminent [3] - Marc Lichtenfeld emphasizes that bubbles typically do not burst when there is widespread discussion about the possibility of a bubble, suggesting that current market sentiment does not reflect a bubble mentality [3] Group 2 - Lichtenfeld recommends focusing on companies with strong cash flow and rising dividends as a strategy to navigate the current market conditions, providing options for both bullish and defensive investors [4] - Black Hills Corp. is highlighted as a utility stock that stands to benefit from the growing demand for energy in AI infrastructure hubs, particularly in regions like Wyoming where data centers are emerging [5] - Valuations in the AI sector remain high, but historical patterns indicate that a bubble is unlikely to burst while caution prevails, with Black Hills Corp. positioned to capitalize on AI-related energy demands [6]